Bloomberg Businessweek

Josh Aviv, Founder and CEO of SparkCharge, leads a groundbreaking off-grid EV fleet charging network. He shares how SparkCharge is transforming the electric vehicle landscape with mobile and sustainable charging solutions. The conversation dives into the challenges of traditional charging infrastructure, the importance of quick setup, and how these innovations enhance consumer adoption and economic benefits. Aviv also reflects on the growing demand for electric vehicles in the U.S. and the future of sustainable transport.

Aaron Jagdfeld, CEO of Generac, shares insights on the booming demand for backup power solutions amidst rising power outages. Kate Gulliver, CFO of Wayfair, discusses the company's recent revenue growth and the impact of consumer spending trends along with tariffs. Joyce Mullen, CEO of Insight Enterprises, explores changing customer preferences in tech solutions, especially towards AI investments, and the hesitance in larger projects. Together, they analyze the precarious state of the market and the implications for various sectors.

Ali Anderson, CEO of CraftCo. Brands, shares her insights on the spirits industry. She discusses the rising trends of low and no proof alcohol, reflecting shifting consumer habits. The impact of tariffs on sourcing and pricing is a hot topic, highlighting the financial resilience needed to navigate these challenges. Ali also emphasizes the role of innovation in creating unique experiences like canned cocktails. The conversation reveals how diverse offerings can cater to different economic trends while discussing the competitive labor market in this evolving landscape.

Laura Martin, a senior analyst at Needham & Company, dives into the dynamics of the Mag7 stocks and market trends. Pascal Soriot, CEO of AstraZeneca, discusses the company's ambitious $50 billion investment in U.S. production and the competition with China. Kabir Nath, of Compass Pathways, shares insights into developing psilocybin for depression treatment. Meanwhile, Hannah Elliott explores the quirky Tesla Diner experience and its connection to key fobs. Ted Alcorn reveals Burning Man's financial struggles and cultural essence, highlighting the festival's complex financial landscape.

Molly Smith, Bloomberg News Economics Editor, and Laura Martin, Senior Analyst at Needham & Company, dive into President Trump's recent plans to dismiss the head of the Bureau of Labor Statistics following dismal job growth figures. They discuss the implications of perceived political interference in economic data and its effects on public trust. The conversation also touches on the broader economic landscape, including market reactions to tech earnings and the Federal Reserve's evolving role amidst economic fluctuations.

Scott Hanson, Founder and CTO of Ambiq Micro Inc., dives into the company's impressive IPO success, with shares soaring 61% in their debut. He discusses how Ambiq’s ultra-low power chips are revolutionizing AI applications and enhancing battery life in wearables like those from Garmin and Google. Scott also highlights the impact of U.S.-China tensions on their strategy and explores new opportunities in the U.S. and Europe, ensuring the company remains competitive in the rapidly evolving semiconductor landscape.

Amazon's latest earnings reveal a surprising drop in share prices, raising concerns about its AI investments. The competitive cloud market is fierce, with Microsoft and Google posing serious challenges to AWS. A new personal shopping assistant named Rufus aims to enhance the customer experience. The discussion also highlights significant consumer behavior trends and the implications of rising tariffs. As economic uncertainty looms, Amazon's strong position as a retail powerhouse is examined, along with its ongoing financial challenges.

Ivan Feinseth, Chief Investment Officer at Tigress Financial Partners, provides keen insights into Apple's impressive quarterly performance, highlighting robust iPhone sales and a rebound in China. He discusses how US tariffs may have unintentionally boosted Apple, as consumers rushed to buy before potential price hikes. In contrast, Feinseth examines Amazon's financial miss, noting concerns over its spending in the AI race. He contextualizes these earnings within broader market trends, including the impact of the strong US dollar and evolving consumer behavior.

John Morris, the President and COO of WM, shares insights on the company's impressive Q2 earnings and enhanced cash flow targets. He discusses navigating the complexities of environmental regulations, particularly related to PFAS, and the industry's commitment to safe practices. Morris highlights how technology and automation are transforming labor in waste management, addressing labor shortages with innovative solutions. They also dive into effective recycling strategies and the promising role of industrial AI in optimizing processes, paving the way for a more sustainable future.

Mandeep Singh, Bloomberg Intelligence's Global Head of Technology Research, dives into Meta's impressive financial performance and its strategic focus on AI. He discusses how Meta is shifting its revenue approach to encompass more than traditional ads while also highlighting the tech giant's competitive landscape. Additionally, Microsoft's strong earnings from its cloud services reveal the growing impact of AI on the tech ecosystem. Together, they unravel the intertwined fates of these industry leaders against a backdrop of economic uncertainty.